Privacy policy

PRIVACY POLICY

At TAXZIA, we take the protection of our client's personal information very seriously. We are committed to maintaining the confidentiality of our client's personal information in accordance with our professional obligations. We have put in place physical, electronic, and procedural safeguards to protect our clients' personal information from unauthorized access, use, or disclosure. We train our employees on the importance of maintaining the confidentiality of our clients' personal information and the proper procedures for handling such information. In addition, we regularly review our security measures to ensure that they are adequate and up to date. Please do not hesitate to contact us if you have any questions about our privacy policy or how we handle your personal information.

COLLECTION OF PERSONAL INFORMATION

We collect nonpublic personal information about you that you provide us directly or indirectly. This data can be collected in writing via regular mail, email, or over the Internet, verbally via the phone or personal conferences, or from third parties with your authorization. The data we collect may include but is not limited to the following: name, address, email, phone number, date of birth, Social Security number, driver's license, account numbers, financial information, and other personal records. To the extent permitted by law, you may inquire about what personal information of yours is collected and how it is used. If you want to make this inquiry, don't hesitate to contact us at support@taxzia.com. 

SHARING PERSONAL INFORMATION

At our firm, we are committed to protecting the confidential information of our clients. We do not disclose any nonpublic personal information obtained during our practice except as required or permitted by law. Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared and that those with access to your information are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable. You can be confident that your information is safe with us.

PROTECTING INFORMATION

We understand that the privacy of your personal information is important to you. We are committed to maintaining the confidentiality of your information by following our professional standards. We retain records relating to our professional services to better assist you with your professional needs and, in some cases, to comply with professional guidelines. We maintain physical, electronic, and procedural safeguards that comply with our professional standards to guard your nonpublic personal information. Your privacy, our professional ethics, and the ability to provide you with quality financial services are essential to us. Please get in touch with us if you have any questions or concerns about the confidentiality of your information.

BEHAVIORAL ADVERTISING 

Third parties may place cookies on the browser used by the visitor for several reasons, including targeted advertising and measurement and analytics purposes. Most advertising networks offer you a way to opt-out of targeted advertising. However, it is essential to note that opting out of only targeted advertising may still result in the display of generic ads. For more information on how to opt out of targeted advertising, please visit the website of your chosen ad network. Additionally, many ad networks allow visitors to opt out of being tracked for measurement and analytics purposes.

 For more information about targeted advertising, you can visit the Network Advertising Initiative’s (“NAI”) educational page at:

 https://www.networkadvertising.org/understanding-online-advertising/how-does-it-work.

Additionally, you can opt out of some of these services by visiting the Digital Advertising Alliance’s opt-out portal at: https://optout.aboutads.info/.

 COOKIES

A cookie is a small amount of information downloaded to your computer or device when you visit our Site. We use several cookies, including functional, performance, advertising, and social media or content. Cookies improve your browsing experience by allowing the website to remember your actions and preferences (such as login and region selection). You don’t have to re-enter this information when you return to the site or browse from page to page. Cookies also provide information on how people use the website, for instance, whether it’s their first time visiting or if they are frequent visitors.

The time that a cookie remains on your computer or mobile device depends on whether it is a “persistent” or “session” cookie. Session cookies last until you stop browsing, and persistent cookies last until they expire or are deleted. Most of the cookies we use are persistent and will expire between 30 minutes and two years from the date they are downloaded to your device.

You can control and manage cookies in various ways. Please keep in mind that removing or blocking cookies can negatively impact your user experience, and parts of our website may no longer be fully accessible.

Most browsers automatically accept cookies, but you can choose whether to accept cookies through your browser controls, often found in your browser’s “Tools” or “Preferences” menu. For more information on how to modify your browser settings or block, manage or filter cookies can be found in your browser’s help file or through such sites as: www.allaboutcookies.org.

Additionally, please note that blocking cookies may not completely prevent how we share information with third parties, such as our advertising partners. To exercise your rights or opt-out of certain uses of your information by these parties, please follow the “Behavioral Advertising” instructions below.

 YOUR RIGHTS

You have the right to request that your personal information is removed from our Marketing System. If you want to exercise this right, please get in touch with us at support@taxzia.com. Please note that we may need to retain some of your personal information to fulfill our legal obligations. For example, we may need to retain information to resolve a dispute or investigate a potential violation of our terms of service. Please specify your request in your email if you request to remove your personal information from other systems. We will try to comply with your request as it does not conflict with our legal obligations. Thank you for using our services.

 NOTICE TO CALIFORNIA RESIDENTS

We are required by the California Consumer Privacy Act of 2018 (“CCPA”) to provide California residents an explanation of how we collect, use, and share their Personal Information, and of the rights and choices we offer to California residents concerning that Personal Information.  For purposes of this section, “Personal Information” has the meaning given in the California Consumer Privacy Act of 2018 (“CCPA”). 

Personal information that we collect, use, and share.  We do not sell personal information.  As we explain in this Privacy Policy, we use cookies and other tracking tools to analyze website traffic and facilitate advertising.  We also work with third-party advertising and social media companies like Google and Facebook that collect your device data and online activity data from individuals who visit our website to help deliver interest-based ads to you; please refer to the Interest-based advertising section above and our "Cookie Policy" below for more information. 

The section “SOURCES AND TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT” summarizes how we collect, use, and share Personal Information.

The business and commercial purposes for which we collect this information are described in the “HOW WE USE YOUR PERSONAL INFORMATION " section.  The categories of third parties to whom we disclose this information are described in the section entitled SHARING YOUR PERSONAL INFORMATION.

Your California privacy rights.  The CCPA grants California residents the following rights.  However, these rights are not absolute, and in some instances, we may decline your request as permitted by law.

  • You can request information about how we have collected, used, and shared and used your Personal Information during the past 12 months.
    • The categories of Personal Information that we have collected.
    • The categories of sources from which we collected Personal Information.
    • The business or commercial purpose for collecting and selling Personal Information.
    • The categories of third parties with whom we share Personal Information.
    • Whether we have disclosed your Personal Information for a business purpose, and if so, the categories of Personal Information received by each category of the third-party recipient.
    • Whether we’ve sold your Personal Information, and if so, the categories of Personal Information received by each category of the third-party recipient.
  • Access. You can request a copy of the Personal Information we collected about you during the past 12 months.
  • You can ask us to delete the Personal Information we collected from you.

You are entitled to exercise the rights described above free from discrimination in the form of legally prohibited increases in the price or decreases in our service's quality.

We have provided additional information about how you can opt out of using your data for interest-based advertising in the “Your Choices” section of our Cookie Policy mentioned below.

How to exercise your California rights.  You may exercise your California privacy rights described above as follows:

  • Right to information, access, and deletion. You can request to exercise your data, access, and deletion rights by emailing support@taxzia.com.  We reserve the right to confirm your California residence to process your requests. We must verify your identity to process your requests to exercise your information, access, or deletion rights.  As part of this process, government identification may be required.  Consistent with California law, you may designate an authorized agent to request on your behalf. To select an authorized agent to bid on your behalf, you must provide a valid power of attorney, the requester’s valid government-issued identification, and the authorized agent’s valid government-issued identification.  We cannot process your request if you do not provide us with sufficient detail to allow us to understand and respond to it.
  • Request a list of third-party marketers. California’s “Shine the Light” law (California Civil Code § 1798.83) allows California residents to ask companies with whom they have formed a business relationship primarily for personal, family, or household purposes to provide certain information about the companies’ sharing of certain personal information with third parties for their direct marketing purposes during the preceding year (if any).  You can submit such a request by emailing support@taxzia.com with “Shine the Light” in the subject line.  The request must include your current name, street address, city, state, and zip code and attest that you are a California resident.

 We can only process your request if you provide us with sufficient detail to allow us to understand and respond to it.

CHANGES

We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons.

We may update this Privacy Policy from time to time to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. When we do so, we will post the updated policy on our website and update the "Effective Date" at the bottom of the policy. We encourage you to review the Privacy Policy whenever you access our website or use our services to stay informed about our information practices and choices.

INQUIRIES AND CONTACT

We value your opinion; if you have any comments or questions about this Privacy Policy, TAXZIA’s handling of your personal information, or a possible breach of your privacy, you can email support@taxzia.com.

You may also mail us at the address listed under our website's “Contact Us” section.

 We will treat your requests or complaints confidentially. Our representative will contact you within a reasonable time after receipt of your complaint to address your concerns and outline options regarding how they may be resolved. We will aim to ensure that your complaint is resolved promptly and appropriately.